Import History and Drill-down

Good news! We’ve enhanced our import process to store a history of all imports, as well as the particular new or updated prospects included in that import. This makes tasks like going back to a previous import to tag, segment, or filter those prospects much easier.

9 thoughts on “Import History and Drill-down”

Great new feature! Will this history be applied to the prospect’s profile as well? For example, could there be a tab within the prospect audit that shows all imports that affected that prospect and whether they were created by it or updated?

Awesome — this is very helpful. Are there any plans to further enhance this feature? Such as adding the data to prospect exports or having the ability to modify an entry in the import history (rename, delete, etc.)?

Being able to export the data/run automation rules off of it (as if it were a multiple-recorded-response field) would be useful from a flexibility standpoint. Just having it available in a full export that would show a column titled “Import History” and then each file name (e.g. FileA.cvs,FileB.cvs) would be even more visibility into our prospect management.

Regarding the editing portion, that’s really more for the sake of not letting the import history get too cluttered. There’s a lot of imports I want to see, but there’s also a lot of little imports I don’t want to see. And if you’re not careful from the get-go with the naming of the imports, you can wind up with a confusing list that can’t be modified.